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The St. Joe CompanyInforme acción NYSE:JOE

Capitalización bursátil US$3.8b
Precio de las acciones
n/a
1Y34.4%
7D0.09%
1D-1.0%
Valor de la cartera
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The St. Joe Company

Informe acción NYSE:JOE

Capitalización de mercado: US$3.8b

St. Joe (JOE) Resumen de Acciones

Joe Company, junto con sus filiales, opera como empresa de desarrollo inmobiliario, gestión de activos y explotación en Estados Unidos. Saber más

Análisis fundamental de JOE
Puntuación del snowflake
Valoración2/6
Crecimiento futuro0/6
Rendimiento pasado5/6
Salud financiera3/6
Dividendos2/6

JOE Community Fair Values

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Competidores de The St. Joe Company

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del St. Joe
Precios históricos de las acciones
Precio actual de la acciónUS$66.00
Máximo en las últimas 52 semanasUS$73.54
Mínimo de 52 semanasUS$46.37
Beta1.29
Cambio en 1 mes3.72%
Variación en 3 meses5.35%
Cambio de 1 año34.36%
Variación en 3 años36.53%
Variación en 5 años46.24%
Variación desde la OPV337.57%

Noticias y actualizaciones recientes

Artículo de análisis Jun 18

St. Joe (JOE) Stock Could Be 48% Below Fair Value Despite A Rich P/E

St. Joe (JOE) is back on investors’ radar after recent share price moves. This has prompted a closer look at how the real estate-focused company’s mix of residential, hospitality, and commercial operations supports its current valuation. See our latest analysis for St. Joe. At a recent share price of US$63.48, St. Joe’s short term share price performance has softened, with the 90 day share price return down 7.73%, even as the 1 year total shareholder return stands at 36.90% and the 5 year...
Seeking Alpha May 31

The St. Joe Company: Unattractive Due To Macro Headwinds

Summary The St. Joe Company has enjoyed robust operational growth in recent years, but the growth spurt may be winding down. JOE's land value debate persists, but near-term stock performance will likely be driven by leasing and hospitality activity rather than the company's theoretical NAV. Rising energy prices and interest rates have a negative impact on housing demand and JOE's monetization prospects. I rate JOE a sell as the stock has rallied sharply over the past year despite a weakening macroeconomic outlook. Read the full article on Seeking Alpha

Recent updates

Artículo de análisis Jun 18

St. Joe (JOE) Stock Could Be 48% Below Fair Value Despite A Rich P/E

St. Joe (JOE) is back on investors’ radar after recent share price moves. This has prompted a closer look at how the real estate-focused company’s mix of residential, hospitality, and commercial operations supports its current valuation. See our latest analysis for St. Joe. At a recent share price of US$63.48, St. Joe’s short term share price performance has softened, with the 90 day share price return down 7.73%, even as the 1 year total shareholder return stands at 36.90% and the 5 year...
Seeking Alpha May 31

The St. Joe Company: Unattractive Due To Macro Headwinds

Summary The St. Joe Company has enjoyed robust operational growth in recent years, but the growth spurt may be winding down. JOE's land value debate persists, but near-term stock performance will likely be driven by leasing and hospitality activity rather than the company's theoretical NAV. Rising energy prices and interest rates have a negative impact on housing demand and JOE's monetization prospects. I rate JOE a sell as the stock has rallied sharply over the past year despite a weakening macroeconomic outlook. Read the full article on Seeking Alpha
Artículo de análisis Jan 04

If EPS Growth Is Important To You, St. Joe (NYSE:JOE) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Nov 11

Earnings Not Telling The Story For The St. Joe Company (NYSE:JOE) After Shares Rise 25%

The St. Joe Company ( NYSE:JOE ) shares have had a really impressive month, gaining 25% after a shaky period...
Artículo de análisis Nov 02

St. Joe's (NYSE:JOE) Shareholders Will Receive A Bigger Dividend Than Last Year

The St. Joe Company's ( NYSE:JOE ) dividend will be increasing from last year's payment of the same period to $0.16 on...
Artículo de análisis Sep 25

Is St. Joe (NYSE:JOE) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Jun 30

Unpleasant Surprises Could Be In Store For The St. Joe Company's (NYSE:JOE) Shares

With a price-to-earnings (or "P/E") ratio of 36.8x The St. Joe Company ( NYSE:JOE ) may be sending very bearish signals...
Artículo de análisis May 17

We Think St. Joe (NYSE:JOE) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Apr 17

St. Joe: Decades Of Value Creation Ahead

Summary St. Joe offers a unique opportunity to buy Florida land at 5–10 times below market value, aligning with Warren Buffett's investment philosophy. The company's assets in rapidly growing Bay and Walton counties, with favorable climate and low taxes, make it highly attractive. St. Joe's diversified revenue streams from hospitality, residential, and commercial segments show strong growth and potential for future cash flows. Valuing St. Joe conservatively, its assets are worth $5.5 billion, double its current market cap, making it a "Strong Buy" for patient investors. Read the full article on Seeking Alpha
Seeking Alpha Mar 16

St. Joe Has Hidden Value In Discounted Real Estate Portfolio

Summary St. Joe Company’s Bay-Walton Sector Plan covers 110,500 acres, aiming to develop 170,200 residential units and 22 million sq. ft. of commercial space by 2064. Despite a challenging housing market, St. Joe’s land is undervalued, trading at $15,449/acre versus an intrinsic value of $53,543/acre. Hospitality and commercial segments show strong growth, with hotel revenues up 22.3% and commercial leasing revenues up 17.7% in 2024. Long-term prospects are favorable due to demographic trends and planned developments, positioning St. Joe to capitalize on North Florida’s growth. Read the full article on Seeking Alpha
Artículo de análisis Feb 22

Risks To Shareholder Returns Are Elevated At These Prices For The St. Joe Company (NYSE:JOE)

With a price-to-earnings (or "P/E") ratio of 39.5x The St. Joe Company ( NYSE:JOE ) may be sending very bearish signals...
Artículo de análisis Jan 30

Is St. Joe (NYSE:JOE) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Seeking Alpha Jan 15

The St. Joe Company: Silly Mispricing Despite A Dramatic Growth In NAV

Summary JOE's vast land holdings in Florida, especially in rapidly growing counties, offer significant upside potential, driven by population and economic growth. Valuing JOE's land at $57,500 to $92,200 per acre suggests a substantial undervaluation at the current market cap, presenting a compelling investment opportunity. The company's strategy of developing land rather than aggressive buybacks enhances long-term value through increased cash flow and asset appreciation. Short-term price declines due to Bruce Berkowitz's share sales are seen as buying opportunities, with confidence in long-term NAV appreciation. Read the full article on Seeking Alpha
Seeking Alpha Dec 23

The St. Joe Company: Still Not Ready For An Upgrade

Summary Successful investing often involves going against popular opinion; my ‘sell’ rating on The St. Joe Company has been validated by its underperformance compared to the S&P 500. Despite recent financial weaknesses and slightly improved valuations, I maintain a ‘sell’ rating due to the company's high stock price and underwhelming performance. The St. Joe Company has significant growth potential, but recent revenue declines, especially in its Real Estate segment, highlight current challenges. While some segments like Hospitality and Leasing have performed well, overall profitability metrics have declined, making the stock too pricey for a ‘hold’ rating. Read the full article on Seeking Alpha
Seeking Alpha Oct 31

The St. Joe Company: Q3 Was Fine, But An Unexpected Risk Emerges

Summary Q3 earnings were down from the prior year, but generally, St. Joe's is not a company that you need to study closely each quarter. The company is rapidly growing its Hospitality and Leasing businesses, which should be more predictable than its Real Estate sales. The resignation of Bruce Berkovitz raises significant concerns about his future plans as the largest shareholder and made me more cautious on the stock. Read the full article on Seeking Alpha
Artículo de análisis Oct 14

We Think St. Joe (NYSE:JOE) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Aug 26

What The St. Joe Company's (NYSE:JOE) P/E Is Not Telling You

The St. Joe Company's ( NYSE:JOE ) price-to-earnings (or "P/E") ratio of 49.6x might make it look like a strong sell...
Seeking Alpha Jul 18

The St. Joe Company: Incremental Investments Add ~$10/Share At Current Multiples

Summary The St. Joe Company has an extensive runway to deploy capital over several years to come at attractive incremental growth rates. Operating segments have idiosyncratic tailwinds that could add ~$10/share to the stock price following completion of capital investments. The market looks to only be appreciating these facts, with the stock now at >3x EV/IC, my view is that this is sustainable and warrants ~$85/share today. Read the full article on Seeking Alpha
Artículo de análisis Jul 17

Should You Be Adding St. Joe (NYSE:JOE) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Jun 29

Does St. Joe (NYSE:JOE) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis May 14

The St. Joe Company (NYSE:JOE) Not Lagging Market On Growth Or Pricing

The St. Joe Company's ( NYSE:JOE ) price-to-earnings (or "P/E") ratio of 41.7x might make it look like a strong sell...
Artículo de análisis Mar 13

Here's Why We Think St. Joe (NYSE:JOE) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Feb 06

St. Joe Company: A Call Option On Florida, The Fastest-Growing State Since Covid

Summary St. Joe Company owns land in Northwest Florida that's being developed for several uses. While the company is trading at a 43x multiple to its annualized third-quarter earnings per share, growth has been substantial and is set to continue over the long term. Florida's continued population growth forms a critical backstop for the company. Read the full article on Seeking Alpha
Artículo de análisis Jan 31

Shareholders Should Be Pleased With The St. Joe Company's (NYSE:JOE) Price

The St. Joe Company's ( NYSE:JOE ) price-to-earnings (or "P/E") ratio of 35.2x might make it look like a strong sell...
Artículo de análisis Dec 20

We Think St. Joe (NYSE:JOE) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Nov 29

We Ran A Stock Scan For Earnings Growth And St. Joe (NYSE:JOE) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Nov 15

The St. Joe Company: Making A Bet On Florida

Summary St. Joe Company is a real estate developer focused on the northwest Florida region, particularly Panama City. JOE owns a variety of properties including residential, hospitality, and business services, and has entitlements to develop more. The company's growth has been impressive in recent years, but it is exposed to risks such as regional market fluctuations and climate-related events. Its long-term history has mixed results as it enjoyed periods of boom and bust in the past. This is basically making a bet on Florida's real estate market. Read the full article on Seeking Alpha
Artículo de análisis Sep 10

Here's Why St. Joe (NYSE:JOE) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Aug 30

St. Joe Is Firing On All Cylinders

Summary St. Joe Company's shares have seen a 70% return in less than a year since my last article. The company's residential segment has benefitted from selling more lots at higher prices. The shares are fully valued and there are risks that the company has over earned this year. Read the full article on Seeking Alpha
Artículo de análisis Aug 02

Here's Why We Think St. Joe (NYSE:JOE) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Jun 20

The St. Joe Company Looks Awfully Pricey Right Now (Rating Downgrade)

Summary The St. Joe Company's recent financial performance has been mixed, with declines in average revenue per homesite sold and overall profits. Shares of the company are expensive on an absolute basis and relative to similar firms, making it a less attractive prospect for investors. The author has downgraded the business from a 'hold' to a 'sell' until either fundamentals improve drastically or shares drop materially. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

JOEUS Real EstateMercado US
7D0.09%2.5%-2.5%
1Y34.4%-15.2%19.0%

Rentabilidad vs. Industria: JOE superó a la industria US Real Estate, que obtuvo un rendimiento del -15.2% el año pasado.

Rentabilidad vs. Mercado: JOE superó al mercado US, que obtuvo un rendimiento del 19% el año pasado.

Volatilidad de los precios

Is JOE's price volatile compared to industry and market?
JOE volatility
JOE Average Weekly Movement4.1%
Real Estate Industry Average Movement7.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: JOE no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de JOE (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19361,019Jorge Gonzalezwww.joe.com

Joe Company, junto con sus filiales, opera como empresa de desarrollo inmobiliario, gestión de activos y explotación en Estados Unidos. Opera a través de tres segmentos: Residencial, Hotelero y Comercial. El segmento residencial se dedica al desarrollo de comunidades de viviendas para su venta a constructores y, de forma limitada, a clientes minoristas.

Resumen de fundamentos de The St. Joe Company

¿Cómo se comparan los beneficios e ingresos de St. Joe con su capitalización de mercado?
Estadísticas fundamentales de JOE
Capitalización bursátilUS$3.79b
Beneficios(TTM)US$112.10m
Ingresos (TTM)US$518.09m
33.8x
Ratio precio-beneficio (PE)
7.3x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de JOE
IngresosUS$518.09m
Coste de los ingresosUS$294.79m
Beneficio brutoUS$223.31m
Otros gastosUS$111.21m
BeneficiosUS$112.10m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)1.95
Margen bruto43.10%
Margen de beneficio neto21.64%
Ratio deuda/patrimonio72.2%

¿Cómo se ha desempeñado JOE a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

1.0%
Rentabilidad actual por dividendo
31%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/28 12:34
Precio de las acciones al final del día2026/06/26 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

The St. Joe Company está cubierta por 3 analistas. 0 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
James WilsonCitizens JMP Securities, LLC
Sheila McGrathKeefe, Bruyette, & Woods
Buck HorneRaymond James & Associates